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at the united kingdom they do not get caught up in this kind of wrangling. they are better governed nations right now. >> that's easy to say, i guess, when your comparison seems to be what is a completely dysfunctional congress at this point. jim, how do you go about trying to gauge how to even play this? you look at what happened over the end of the year, the fiscal cliff. and at the end of the day you might take away, well, they did get something done and the markets reacted positively. look at the rally in the first week of the year. do you approach it the same way? it seems to be to a certain extent we're not ignoring it, but at least saying i'm not going to -- >> i don't want to own domestic companies as much as i want to own foreign companies. s.a.p. not included. i think some of that's america's shakeup there. i think there are a lot of companies doing well. if you look to ppg's conference call yesterday, they're seeing a turn in asia. they're seeing europe getting better. so i want to be more oriented toward ppg and a little less toward target. >> ending a partnership with radio sha
. they spend $12 million on motorola -- >> they open up north korea. they are like their own country. united states and google. >> and they're back in the map museum. >> the map museum. >> oh, yeah. >> you see larry on the subway with the glasses. have you seen this picture? riding the sweet train with the google glasses. >> i missed them. i'm on that train most of the time. when i'm not here, i'm on that train. >> how did you take away from your shopping time to go to that map museum? >> let's talk about dupont, posting operating earnings of 11 cents a share beating wall street forecasts. issuing a full year outlook above analysts' forecasts. the ceo did express some concerns about 2013. >> 2013 i think is setting up to be a cautious year. the question is, how will the u.s. economy respond? are we taking good steps around the debt? but the deficit has to be dealt with. and it needs to be dealt with in a matter of months. >> i guess the question, jim, here, is are they sort of sandbagging or preparing us for the worst? they did have to slash 2012 in october, so maybe they're preempting -- >>
%. >> leverage is lower, the risk is lower. it's just kind of a -- it's going toward a united technologies -- >> still, it would be the fifth largest bank by assets in the world, 50,000 employees. it's still not as small a piece of the business that they would eventually like it to be. >> it's much pr run, takes much less risk. this stuff's expensive. >> yeah. >> the order backlog, 210 billion. >> didn't you love that? >> up sequentially from the third quarter by about 7 billion. couple that with the gdp out of china, people are beginning to wonder if the industrial play in the fourth quarter is true. >> it's clearly turning in china. electricity usage. pmi, chinese numbers -- it really is an interesting moment. i think the electricity can't be phony. there's a couple -- just the words, he's talking about great momentum. this is a different kind of talk than we've had in a long time. >> he said there was an investment pause in the fourth quarter amongst corporate customers, presumably the fiscal cliff and the uncertainty is going to be under the year that took its toll. now going into 2013
are a bit on delays. only here in the united states action because the fundamental aa covers all of that, but also has been followed by groundings in europe, japan, india. the issue is the lithium-ion batteries. one of the things that we're hearing is they're trying to come up with a way of testing the batteries in order to show they will not fail. they have to prove they are safe. the faa says the batteries represent a potential fire hazard. they said in their grounding statement, we will be taking every necessary step to assure or customers -- this is the boeing chairman saying this -- we will be taking every necessary step to ensure the customers and traveling public of the 787's safety and to return the airports to service. the last one to fly into the united states was here into chicago. a lot of airlines out of poland. it landed shortly after 8:00. lot and other airlines are looking at replacing them with other aircraft. for some airlines not a problem, with others it will be an issue. this is really the one to watch. gsyuasa. gs yuasa is the firm that makes the lithium-ion batteri
. >> rein wasn't built in a day partner. unit thing, going with your -- >> not forget the coast of jeggings past, right? supposed to -- your kids are older than mine, mine is 9, the difference in the performance companiless i would perceive to be similar, all due respect, aeropostale and abercrombie & fitch, from my untrained heathen eye look similar in terms of the product mix, you luke at results, they are very, very different. i guess that's where the operation, where management matters. >> i got a gift certificate for made well, a j crew outfit, my daughter says made well, nobody uses. made billion? a few months later, she wanted to work at made well. >> in terms of limited brands quickly, bath and body works, very strong, weakness at victoria's secret, comps very tough. also something to keep in mind with a lot of these retailers, last year's numbers pretty good. comparing against tough conversation. last december was up 11%. victoria secret. so no surprise, very tough to lack those conversation. >> pay attention month over month, quarter over quarter rather than year-over-year. >> at
the world, not just the united states. spate of new products. >> the blackberry 10 launch days away, steve liesman held in his happened. >> should it trade through the multiple of intel and microsoft? >> he said if am closes today below 483, it will see 425, his price target pretty quickly. ultimately, he does believe that apple is fairly valued in the 300s. >> yield there. >> i don't know. >> he is known as an extraordinarily good fixed income manager but he has waded into equities. i don't know if it is reflected on his fronts. >> five times earnings, i don't know. bethlehem steel two times earnings two years before it went bankrupt. isn't that something two years before. the multiples shrunk. or would love to get apple five times earnings, three times earnings cash. like to get cash. >> sure, why not? >> i got to believe that conversation is going to -- >>> it the multiple too low here. >> netflix, largest gains since 2002 when it rose 40.8%. best day for that stock in a decade. >> that was a conference call that was -- there was a guy on that conference call, said listen, hatehood you
that are much less levered to the united states. that may be the way. i've been talking about mexico, brazil, india, these are countries that have very solid governments that don't seem mickey mouse. remember, i hearken back to michael, looking at the partisanship in our country. had esaid not since the reconstruction period, reconstruction in our country has it been this partisan. it's hard to invest in that environment. >> it's not going to get better anytime soon. >> there's only one good story out of washington. >> what is that? >> i know exactly where he's going. >> where am i headed? >> rg3, baby. >> thank you very much. that's the only thing out of washington -- they beat seattle. which i don't think they can do. they'll finally get the fiscal cliff, the debt ceiling off the front pages and that's what's necessary. it's the great american athlete. >> we'll put a friendly wager on that one. my guys are looking good. >> that's all i'm saying. >> they're looking good. >> but washington remains the damper. it bothers me, because like having johnson & johnson up 50 cents, that goes away th
-800-345-2550 and economist intelligence unit. tdd#: 1-800-345-2550 plus, i can talk to their global specialists 24/7. tdd#: 1-800-345-2550 and trade in my global account commission-free tdd#: 1-800-345-2550 through march 2013. tdd#: 1-800-345-2550 best part... no jet lag. tdd#: 1-800-345-2550 call 1-800-790-3801 tdd#: 1-800-345-2550 and a global specialist tdd#: 1-800-345-2550 will help you get started today. >>> a les than six minutes to go before the first opening bell of 2013. time for the first "mad dash" of the year with jim cramer. retail focus today, let's start with target. >> i think that the -- all of chatter about target is it's going to miss the quarter. i think this is really important. why? because i think this holiday season was very weak, brian. you talk about who could be hurt, high-end spending perhaps by the tax code. i want to emphasize that those last few weeks before christmas were not good. >> so we'll focus on that. jeffries downgrading. citigroup making a call here. another downgrade. >> this is one of the great growth stocks of the year. if i put it through here, you would have seen
volatile. how could he not be right now -- the entitlements are the issue. this is the united states of america. and someone's got to rein it in. no one wants to, because boy, once you do that, i've got a biotech company on tonight that wants to charge $300,000 for a new drug. medicare says fine. >> big story in the "times" over the weekend about insurance premiums going up double digits. you've had time to reflect on what we saw last year and what we may see this quarter this year. >> of course, we come in and the first thing we're talking about is washington, d.c., again. one would hope we could move away from it, but it's hard to imagine we can. even the most optimistic amongst us would like to feel that. i think everybody wil throw their hands up and admit the dysfunction is complete and total. one wonders what that will do to sentiment. >> there's still a lot of money to be made, despite it. you've got the redskins, that represents the capital, or congress. then you have the state of washington, where there's hope. where there's -- >> amazon. >> yes. upgraded. i just feel very s
people have felt that they've got the ag seal of approval from the united states. but that seems to be, you kn know -- >> they had already told everybody in china that they had ceased getting shipments from this particular farm where these chicken samples came from back in the summertime. when mcdonald's addressed the issue, because they were also the subject of this report, they ceased getting shipments from that particular supplier the day before they came out with the statement. but for some reason, yum is feeling a huge impact here. 44% of the 2011 sales came from china. so this is a huge part of revenues. in china, people go to u.s. chains because they view food safety at u.s. chains as better than local brands. >> they have two suppliers lined up. that's one of the reasons why i would think that you could, i don't want to say take a shot, but they come back time and time again. you bet against novak. howard schulz at the 48, 49 level for starbucks. at the same time, yes, it's absolutely true. this is a china play. so you want china to be hitting on all cylinders and not falling d
. with so much noise about health care... i tuned it all out. with unitedhealthcare, i get information that matters... my individual health profile. not random statistics. they even reward me for addressing my health risks. so i'm doing fine... but she's still going to give me a heart attack. we're more than 78,000 people looking out for more than 70 million americans. that's health in numbers. unitedhealthcare. we asked total strangers to watch it for us. thank you so much. i appreciate it. i'll be right back. they didn't take a dime. how much in fees does your bank take to watch your money? if your bank takes more money than a stranger, you need an ally. ally bank. your money needs an ally. >>> take a look at shares of apple, holding above at this moment in time, above $500. $504.04, the last trade there. a couple of reports indicating that a screen order for the iphone 5 for the january-to-march quarter have fallen. coming out over the weekend saying the top of the bottom line stilts should fall 10%. >> general motors making its presence felt at the big auto show in detroit. our phi
? i don't know. tough stock to own. given the fact that you can own united technologies, take that risk, honeywell, that's a much lower risk because they're in everybody. >> good point. when we come back on this friday, apple in the china spotlight. we'll find out what company executives are saying about the possibility of a low-end iphone. and about dominating the chinese market. also, the transports you've probably noticed trading at 18-month highs. airlines, railroads. we'll talk about which ones may help you ride that rally. one more look at futures. we're back in a moment from the nyse. at 1:45, the aflac duck was brought in with multiple lacerations to the wing and a fractured beak. surgery was successful, but he will be in a cast until it is fully healed, possibly several months. so, if the duck isn't able to work, how will he pay for his living expenses? aflac. like his rent and car payments? aflac. what about gas and groceries? aflac. cell phone? aflac, but i doubt he'll be using his phone for quite a while cause like i said, he has a fractured beak. [ male announcer
in, just to give everybody a .4563 unit. huge lbo. and 23.5% premium. >> longtime joint venture partner with rich kinder. the key thing is, eagle bird has changed america. it's like saudi arabia. and you've got to get the stuff out. both natural gas, particularly natural gas liquids, which are used for plastic, and oil. their pipeline is the way to get the natural gas liquids out. so kinder wanted to take all of it, rich kinder is the most forward thinker in america. this means there will be lots of refineries built in louisiana, and in texas. >> that really has that kind of significance? >> it's gigantic. >> really? >> yes. >> so when they say pursuing development, this will be able to do it. >> yes. >> and gain entry into north texas and mississippi. >> rich kinder thinks it's happening. remember dow chemical? rich kinder thinks this is the beginning of the revolution. he wants all parts of anything that takes oil and gas out of eagleford. i want to go to eagleford and do my show from it. mark tapper is retiring, he said this is it. this is the area where we have so much untap
looks like to be a negative one. >> the big macro, everything out of japan, not so great. but the united states banking story, i think, is as you mentioned, carl, is it a real u.s. economy, what is the read on it. people are doing better. and this is a section that was terrifically performing in the s&p last year. and you could argue, wait a second, it's run ahead. but it's not selling off today. i thought people thought it would sell off. we're not getting that kind of judgment. >> a lot of up moves on the back of goldman sachs earnings. take a look at the financials. [ bell ringing ] >> taking a look at the open here. no surprise. oh, look, apple is higher by 1.9% in today's session. helping the nasdaq in an up trend. cutting apple to set to perform. a lot of the reasons we heard before, but apple will have bottomed, either yesterday, or today. calling the bottom in shares of apple. remember, on the way up, in september, they're worried about the impending pop on apple. making the market call right now. >> morgan stanley the risk/reward finally okay. this kills me every day, i don't wa
is the dramatic cash flow. energy costs down in the united states, that matters. the saudi plan is finally kicking in. and, you know, this is a cash on hand story. they've really developed a situation where they've brought some labor costs down. they had a pension contribution. always difficult. $1.9 billion cash, they only have one piece of debt due in 2013. this is a much better story. again -- >> i want the bigger takeaways. i care about it, but i don't care that much. i want to care more about what it says -- >> i think that's a great point. the answer is, europe's not getting that much worse. you know, if you were a calculus guy, you would say the rate-to-rate exchange is greater. if we have a problem with the debt ceiling. china is straight up. what is klaus's view on china? he thinks the new regime came in and said, you know what, we've been way too tight, way too worried about inflation. let's put on the jets, infrastructure spend. what i think they're developing in china, and i candidly get this from klaas, it's a sewer situation. i know that sounds strange. but literally they've got to d
at 105. united technologies. when they reported immediately, the stock was down. it was like, no, the orders were gray. i'm not trying to alibi the market. i'm saying the analysts better provide some value out of here. i'm not getting it from a lot of analysts who are saying, you know what, i really like -- if home depot goes to 47, i'm all over it. thanks for nothing. >> we should mention alice raising their price target on google by a lot. >> by a lot. >> reporting after the bell yesterday. in speaking to a couple of the owners of that stock this morning, you did come into the quarter with relatively muted expectations. someone said to me if we don't see at least 10% sequential growth from this company, maybe it doesn't deserve a growth multiple. cpc rates of decline are slowing. the cost per click, while at the same time you have click who are growing. on mobile, you're more likely to click if you're looking for something, looking for the movie opening, looking for the restaurant. you're more likely to click through. more opportunity perhaps from mobile in a sense. generally s
in the united states right now. but if they all go out and buy houses in the next ten years, if you add 1 million people a year, that's a lot of houses. >> i want to come back to, are we approaching what would have been a more normalized housing market than the one we saw prior to the incredible bubble of the early 2000s, where hpa was up 3% a year for decades? >> i think we're getting back to it. but we're not there yet. you know, housing starts almost got to 1 million in december. and nobody builds a house in december anyhow. so that doesn't count. you have to get over 1 million to have a housing market. you still have a couple of cities where homes cost the same thing they did 12, 13 years ago. so we're not that -- we're not there yet, but we're definitely headed in that direction. >> finally, new york, the only se seasonally adjusted that's negative. what's going on? >> i think there are a couple of things. they both go back to financial services. financial services is a big part of the new york metro economy. it's not as big a part as some people would like to have it. on the other h
generally turn out. >> ups misses the quarter despite good volume growth, both in and out of the united states. with that t & t deal dead, company's buy back plans got bigger. >> the reviews for the blackberry 10 is mostly good, but from analysts, mostly bad. why so many downgrades for r.i.m. one day after the its big launch? >> first up, shares of facebook down sharply in the premarket a number of analysts down grading the social network despite results that did beat the street, including a 40% jump in mobile -- revenue. mobile advertising sales doubled from the prior quarter although that fell short some of the most optimistic analyst estimates. facebook says it plans to spend heavily to recruit talent. ceo mark zuckerberg explains his strategy last night on facebook's conference call. >> we made the decision to continue to grow our head count quickly in 2013, particularly in product development this will likely cause our expenses to grow a faster rate than we expect to grow our revenue this year, which means we respect operating to maximize our profits this year, we are do doing what
, that the unit of measurement he was using was 200 calories rather than per unit per serving and they say by the latter measure which will is who are of the industry standard, their pricing is far more competitive. that's just one of a number of things that they tried to dispute. but the bigger point that i've come away with so far is the fact that they're really touting their products, touting the quality, the science behind them, the popularity of them, even among former distribute tors who no longer sell the things to outside customers. and it's interesting. almost like a retail appeal to an institutional audience. there's not been so far a whole lot of time on accounting, business model, these accusations of a pyramid scheme and why they're wrong. the substance of it really has been sort of product promotion. >> and kate, critical to all of this is the issue of recruitment versus sales. how much of the compensation for the distributors comes from one versus the other. and i think what's going to be interesting to see if they really tackle the issue that michael johnson said to you on
footprint now having expanded the company out of the united states. >> it's a capital efficient model. in other words, you don't go out and spend loads of money on the real estate, for instance, to start off your centers. you actually don't have to put that much money in. >> well, the model, you know, it starts with the fact that employers have a stake in these issues. by the third party sponsor providing the capital, we get two important outcomes. we get a very capital efficient business, long-term contracts, revenue stream, predictable earnings stream. secondly, we get a better outcome for the parents and families we serve because we invest more money in teacher salaries, better ratios of teachers-to-children, everything i wanted when i as a parent used the centers. and what many families out there want for their children. >> there's a lot discussed about how bain leveraged the company, the balance sheet issues that still remain about debt. how aggressively will you be be paying that back? >> we emerged just -- re -- we r interest rates in half from when we went private. we're down
yet. the united states, he's talking about inland empire, which had been the single worst hit area in america, bidding wars for houses. he is saying wi is going to be an upyear. analysts downgrade it. this is why i say there's another current of skepticism. largest lumber company, that stock's not stopping here. >> i had to laugh when trim tabs gave their inflow numbers for january. $55 billion into mutual funds and etfs. they said the previous record was february of 2000. their words right before the tech bubble popped. that's the skepticism you were talking about. >> investing in irony is a popular thing. they say, i remember, in 1989, we had just come from 1987, and we got back to these levels. i said, well, that's ridiculous. everyone's going to be -- once they get back to the '87 level, they'll sell. the market doubled. then it doubled again. investing in irony is difficult. what you do is invest in earnings, invest in companies, invest in profits. and the profits are pretty good. >> a lot better than they were in march of 2000. >> we mentioned earlier, i wanted to take anothe
Search Results 0 to 20 of about 21